Ferrari N.V.
Ferrari N.V. Q2 FY26 Results — Earnings Call Analysis
Q2 FY26 earnings call: what management said on revenue, margins and capex.
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What the Q2 FY26 call signalled
2 of 4 strong
The short version
- Order book continues to extend further towards the end of 2027, signaling sustained demand. - New models ramp-up planned throughout the year, including 296 Speciale, Amalfi Spider, 849 Testarossa, and the upcoming Ferrari Luce, supporting growth in deliveries. - Product mix shift towards higher-end models and personalization (approx. - Ferrari confirms its full-year 2026 guidance, reflecting strong confidence despite global challenges.
From Ferrari N.V.'s Q2 FY26 earnings-call transcript · updated 29 May 2026.
Revenue & Sales Performance
- Order book continues to extend further towards the end of 2027, signaling sustained demand.
- New models ramp-up planned throughout the year, including 296 Speciale, Amalfi Spider, 849 Testarossa, and the upcoming Ferrari Luce, supporting growth in deliveries.
- Product mix shift towards higher-end models and personalization (approx. 20% of car revenues) contributes to revenue growth and pricing strength.
- First half and second half profitability more evenly spread than initially planned due to country mix and market adaptations.
- Full-year growth targets include offsetting headwinds from industrial costs, R&D, SG&A, and FX with mix and pricing.
2 more points from Ferrari N.V.'s call on revenue
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Profitability & Margins
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Capital Expenditure Plans
- Capital expenditures in Q1 focused mainly on product and infrastructure development.
- Construction of a new paint shop is progressing as planned, with completion of external walls and start of equipment installation.
- Investments support production capacity and innovation aligned with new model rollouts.
2 more points from Ferrari N.V.'s call on capex
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Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
- The order book has further extended towards the end of 2027, indicating strong future demand.
- The order book is strong and continues to grow with additional client orders, including in the Middle East.
- Many new clients are coming in, including those attracted by new models like Ferrari Amalfi.
- Personalization accounts for about 20% of revenues from cars and spare parts and remains strong in the order book, though it is less predictable.
- The situation remains under control.
2 more points from Ferrari N.V.'s call on order book
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Potential multibaggers · Q2 FY27
Potential multibaggers in Automobiles
on management's own guidance
- Strong growth2
- Strong growth1
- M & MGood growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Ferrari N.V. Q2 FY26 results?
- Order book continues to extend further towards the end of 2027, signaling sustained demand. - New models ramp-up planned throughout the year, including 296 Speciale, Amalfi Spider, 849 Testarossa, and the upcoming Ferrari Luce, supporting growth in deliveries. - Product mix shift towards higher-end models and personalization (approx. - Ferrari confirms its full-year 2026 guidance, reflecting strong confidence despite global challenges.
What is Ferrari N.V. share price analysis?
Ferrari N.V. currently shows a below-average growth signal. The stock trades at a P/E of 31.5 with a market cap of $81,027. Investors should review the full earnings analysis for detailed insights.
Is Ferrari N.V. planning capital expenditure?
- Capital expenditures in Q1 focused mainly on product and infrastructure development.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.